On January 1st 2027, Futrli Advisor will be retired.
To continue using Futrli's forecasting and reporting software, you will need to create a new account for Futrli Predict.
If you would like some advice on moving over to Futrli Predict, please reach out to our Support Team who will offer guidance on what you need to do.
Why is Futrli Advisor being retired?
Futrli Advisor has been supporting your forecasting and reporting needs for over 10 years, but in order to implement updates to key features, it was unavoidable to create a new and improved platform.
The features available in Futrli Predict are already a step ahead from Futrli Advisor - and AI will be implemented more and more into Futrli Predict to streamline manual tasks, whilst keeping overall control with you, the user.
Does Futrli Predict offer Futrli Advisor functionality?
Yes. Let's take a brief look at how Futrli Predict will take on Futrli Advisor features and enhance your experience.
Futrli Advisor | Futrli Predict |
Forecasts | Forecasting has been elevated with the availability of invoice level forecasts.
Futrli Advisor-style forecasts are available, but also available are forecasts where due invoices are listed, and can have payment dates overridden - producing powerful short-term cashflow projections. |
Dashboards | Dashboards are available to display actual and forecasted data with a range of graph and table options.
Key dashboards can be set to display in a specific section, away from the list of all other dashboards that have been created or shared. |
Reports | Reports in Futrli Predict include completely customisable drag-and-drop functionality.
There are a range of templates available to start from, or alternatively create your own template to be used in any organisation within your Futrli Predict workspace. |
Non-financial data | Non-financial data can still be uploaded via an Excel template, but can now also be created and edited within Futrli Predict itself. |
Formulas | The formula builder for both forecasting and reporting is now a powerful Excel-style tool, enabling you to produce extremely specific formulas.
With this, Futrli Predict also supports 'IF' formulas, perfect for forecasting accounts that may be dependant on other outcomes. |
Consolidations | Consolidations in Futrli Predict are available, and now support multiple currency consolidation and daily FX rates.
Those FX rates are even completely customisable. |
What new functionality is available in Futrli Predict?
Here are some features available in Futrli Predict that cannot be found in Futrli Advisor:
Invoice-based forecasting
Rather than using Accounts Payable and Receivable balances, Futrli Predict has a forecasting option where live due invoices are listed with the amount and when they are due to impact the cashflow.
Those due (and potentially overdue) invoices that are currently skewing your cashflow can be manually overridden with updated expected payment dates, building a powerful short-term cashflow picture.
Customer and Supplier behaviour
You'll find a full list of all customers and suppliers linked to the organisation. There's a helpful overview of amount spent, what might be due or even overdue, last activity and even a dependancy score.
Report scheduling
Reports build in Futrli Predict can be exported to PDF, emailed directly to another user, or you could set up a schedule for an email to be sent with the latest version of the report.
A monthly overview of what's impacted your business can be sent straight to the inboxes of those who matter on the first of the month. You can even set up an alert to review what's being sent before it is sent for peace of mind.
Sage Accounting integration
Along with direct Xero and QuickBooks Online integrations, Sage Accounting is available for automatic daily syncing. An Excel organisation option provides Futrli access for all data sources.
How can I move from Futrli Advisor to Futrli Predict?
For steps to move your data from Futrli Advisor onto Futrli Predict, please see this help guide.
Troubleshooting Migration Issues
If you encounter issues during migration:
Double-check the API versions used by your organizations in Futrli Advisor and Futrli Predict.
Verify that the exported data from Futrli Advisor is complete and correctly formatted for rebuilding in Futrli Predict.
API Compatibility
One common issue users face during migration is related to API compatibility. Futrli Predict uses Xero API version 3.1 for its organization connections, while Futrli Advisor may use either Xero API version 3.0 or 3.1. This difference can cause migration failures even if the organizations appear to match. Specifically:
The migration tool matches organization IDs from Xero.
If the Advisor organization uses API version 3.0 and the Predict organization uses API version 3.1, the IDs will not align, preventing migration. To avoid this issue, ensure that the API versions used by both platforms are compatible.
Manual Data Export
To prepare for the transition:
Export Forecasts and Reports: Before moving to Futrli Predict, export any forecasts and reports you need from Futrli Advisor. This ensures you have the figures and data required to rebuild your reports on the new platform.
Organize Your Data: Review and organize the exported data to make the rebuilding process in Futrli Predict more efficient.
No automated migration tool available
Transitioning from Futrli Advisor to Futrli Predict requires manual effort, as there is no direct migration tool available. Users must manually export their data from Futrli Advisor and rebuild their forecasts and reports in Futrli Predict.